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Disclosery

TLWM: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TLWM on SCHW, newest first. How the timeline and the estimate are built.

TLWM held 18,541 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,541 shares
    Change vs previous 13F -101 shares

    0.29% of the 13F portfolio, value $1,812,201.

    13F-HR 0001085146-26-000842 filed by TLWM
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,642 shares
    Change vs previous 13F -277 shares

    0.28% of the 13F portfolio, value $1,720,098.

    13F-HR 0001732537-26-000004 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 18,919 shares
    Change vs previous 13F +678 shares

    0.32% of the 13F portfolio, value $1,778,007.

    13F-HR 0001732537-26-000003 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 18,241 shares
    Change vs previous 13F -522 shares

    0.33% of the 13F portfolio, value $1,822,464.

    13F-HR 0001732537-26-000001 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 18,763 shares
    Change vs previous 13F +1,076 shares

    0.32% of the 13F portfolio, value $1,791,305.

    13F-HR 0001085146-25-005906 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 17,687 shares
    Change vs previous 13F +120 shares

    0.31% of the 13F portfolio, value $1,613,758.

    13F-HR 0001085146-25-004210 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 17,567 shares
    Change vs previous 13F +1,106 shares

    0.27% of the 13F portfolio, value $1,375,146.

    13F-HR 0001085146-25-003000 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 16,461 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,218,280.

    13F-HR 0001085146-25-000159 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).